1.1. Research Background and Motivation
Against the background of global carbon-neutrality targets and increasing renewable integration, oilfield energy systems face a distinctive low-carbon target conflict. On the one hand, oilfields are still responsible for extracting and transporting fossil fuels; on the other hand, the electricity and heat consumed by extraction, pumping, gathering, transportation, heating, water injection, and auxiliary services must be reduced or partly supplied by low-carbon energy [
1,
2]. Therefore, oilfield decarbonization is not simply renewable substitution, but a constrained energy-management problem that must reduce operational carbon intensity while maintaining continuous production, economic operation, and crude-oil transportation safety. Existing studies on oilfield source-grid-load-storage integration and wind-solar-storage capacity matching indicate that renewable generation, storage devices, and production-side loads are increasingly being coordinated in intelligent oilfield energy systems [
3,
4]. However, planning-level capacity matching alone cannot guarantee safe and economical day-ahead operation when renewable uncertainty is coupled with crude-oil heating and transportation.
Photovoltaic (PV) generation is attractive for oilfield microgrids because many oilfields have large available land areas and relatively independent station-level power systems. Nevertheless, PV integration in oilfields is not a conventional residential, commercial, or campus microgrid scheduling problem. In ordinary microgrids, PV uncertainty is mainly handled through batteries, electric vehicles, or aggregated demand response, whereas in oilfield microgrids the available flexibility is strongly coupled with production-side thermo-hydraulic processes. Electric thermal storage boilers (ETSBs) can absorb surplus PV electricity and release heat to pipeline heating loops, but their dispatch also affects thermal storage state, heat-exchange capability, pipeline heat loss, crude-oil fluid temperature, and paraffin-waxing risk [
5,
6,
7]. Consequently, schedules that are optimal from an electrical or economic perspective may become infeasible if thermal dynamics and pipeline safety constraints are neglected. This motivates a physics-embedded stochastic scheduling framework that coordinates operating cost, grid-interaction smoothing, PV absorption, and thermo-hydraulic safety under renewable uncertainty.
1.2. Literature Review and Research Gap
In this context, accurate PV power forecasting is a necessary first step for managing renewable uncertainty. Early review studies have systematically summarized deterministic solar and PV forecasting methods, showing that statistical learning, numerical weather prediction, and machine-learning models can improve short-term prediction accuracy by exploiting meteorological and temporal features [
8]. More recently, deep learning models, including recurrent neural networks and hybrid convolutional neural network-recurrent neural network (CNN-RNN) architectures, have further enhanced point forecasting performance by capturing nonlinear temporal dependencies in PV generation [
9]. However, point forecasts cannot fully describe the uncertainty range required for risk-aware scheduling. Therefore, probabilistic forecasting methods, especially quantile-regression-based approaches, have been developed to estimate conditional prediction intervals and provide confidence-aware information for renewable energy operation [
10]. In addition, Copula-based dependence modeling and scenario-generation techniques have been introduced to preserve temporal correlations among intraday PV outputs and transform probabilistic forecasts into representative scenarios for downstream stochastic optimization [
11,
12]. Recent reviews on probabilistic PV forecasting further emphasize that reliable renewable scheduling requires not only accurate point prediction, but also calibrated uncertainty intervals, temporal dependence preservation, and reproducible scenario construction [
13,
14]. Nevertheless, improved forecasting accuracy alone does not guarantee reliable field operation. For industrial oilfield microgrids, the key issue is how to transform uncertain PV information into economically efficient and physically safe scheduling decisions. Therefore, PV forecasting should not be treated as an isolated prediction task, but as the uncertainty-information layer of a downstream energy management framework.
Beyond forecasting, renewable uncertainty must ultimately be translated into operational decisions through scheduling models. For this purpose, stochastic, robust, and risk-aware scheduling methods have been extensively investigated for renewable-rich microgrids [
15]. Existing reviews on microgrid energy management have shown that coordinated scheduling of distributed generation, energy storage, demand response, and grid interaction is essential for improving economic performance and operational reliability under renewable variability [
16]. Representative stochastic and robust optimization studies further incorporate probabilistic scenarios, uncertainty sets, or chance-constrained formulations to hedge against uncertain renewable generation and load demand [
17]. More recently, multi-objective scheduling models have been developed to balance operating cost, renewable accommodation, and grid-side stability in hybrid renewable energy systems and multi-energy microgrids [
18]. Recent uncertainty-aware microgrid studies also show that stochastic, robust, and distributionally robust formulations can improve operational reliability under renewable variability, but their flexible resources are still commonly modeled from a generic electrical perspective [
19,
20]. However, most of these studies are developed for residential, commercial, campus, or park-level energy systems, where flexible resources are commonly represented by simplified electrical constraints, generic storage models, or aggregated demand-response variables. Such formulations are insufficient for oilfield microgrids, in which dispatch decisions are constrained not only by power balance and electricity prices, but also by production-side operating rules, reciprocating pumping-load characteristics, and thermal safety requirements for crude-oil transportation. Therefore, scheduling models for oilfield microgrids must go beyond generic electrical flexibility and explicitly represent the physical mechanisms through which industrial loads absorb renewable fluctuations.
Among these industrial flexibility resources, electric-to-thermal conversion provides a particularly promising pathway for oilfield microgrids. Power-to-heat technologies have been widely recognized as effective resources for renewable energy integration because they can shift electricity consumption, absorb surplus renewable generation, and exploit thermal inertia across coupled electricity-heat systems [
21]. This role has also been highlighted in smart energy systems and thermal-storage studies, where electric heating and heat storage are regarded as key coupling resources for increasing renewable penetration across electricity-heat networks [
22,
23]. In particular, ETSBs can convert low-carbon electricity into stored heat and have been increasingly investigated for improving renewable accommodation and operational flexibility in integrated energy systems [
24]. In oilfield production, this flexibility is especially attractive because crude-oil gathering and transportation processes require continuous heat supply and inherently contain substantial thermal inertia [
25]. By adjusting ETSB charging and heat release, surplus PV power can be converted into useful thermal energy, thereby smoothing grid interaction and improving local renewable utilization [
26]. Nevertheless, ETSB flexibility in oilfields cannot be scheduled in the same way as ordinary thermal storage or building heating loads. The delivered heat directly affects crude-oil viscosity, pipeline heat loss, fluid temperature evolution, and paraffin-waxing risk, which are critical to safe crude-oil transportation. If these thermo-hydraulic constraints are ignored, a dispatch plan may improve electrical indicators while violating production-side safety requirements. Therefore, ETSB-based flexibility should be modeled as a thermo-hydraulic-constrained electric-to-thermal resource that links PV absorption with crude-oil transportation safety.
Meanwhile, embedding ETSB flexibility into oilfield thermo-hydraulic safety constraints further transforms the scheduling task from a generic microgrid optimization problem into a physics-constrained industrial decision problem. In this setting, feasible dispatch decisions are shaped not only by electrical balance and market signals, but also by the dynamic coupling among electric heating, thermal storage, pipeline heat transfer, and crude-oil transportation safety. Therefore, the optimization model must coordinate economic operation, renewable accommodation, and grid-side stability while maintaining commands that are physically feasible and operationally executable. Evolutionary multi-objective algorithms, particularly the non-dominated sorting genetic algorithm II (NSGA-II), are widely used to approximate Pareto-optimal solutions for nonconvex scheduling problems [
27]. Their variants have also been applied to renewable-rich microgrids and multi-energy systems with uncertain generation and flexible resources [
28]. Recent multi-objective optimization studies further indicate that feasibility preservation, constraint handling, and problem-specific knowledge embedding are increasingly important when evolutionary algorithms are applied to operational energy scheduling problems [
29,
30]. Nevertheless, standard NSGA-II generally relies on random initialization and generic constraint-handling rules, which may be inefficient when the feasible region is narrow, nonlinear, and governed by production-side physical constraints [
31,
32]. This limitation motivates an oilfield-specific optimization strategy in which physical knowledge is embedded into the search process to enhance feasibility, convergence, and field executability.
In summary, existing studies have made substantial progress in PV uncertainty modeling, renewable-rich microgrid scheduling, electric-to-thermal flexibility, and evolutionary multi-objective optimization. Although capacity-planning models provide useful guidance for renewable deployment, they do not directly address day-ahead stochastic dispatch, ETSB operation, or thermo-hydraulic pipeline safety under PV uncertainty. Overall, these research streams remain insufficiently integrated for oilfield microgrids. First, PV probabilistic forecasting and scenario generation are often developed as standalone uncertainty-characterization tools, and their outputs are rarely connected with production-side safety-constrained dispatch. Second, most stochastic or robust microgrid scheduling models are designed for residential, commercial, campus, or park-level systems, where flexible resources are represented by generic storage or demand-response models rather than oilfield-specific production loads. Third, existing power-to-heat and ETSB studies usually simplify the thermal side and seldom represent the coupled effects of thermal storage dynamics, heat-exchange limits, pipeline heat loss, crude-oil fluid temperature evolution, and anti-waxing safety boundaries. Finally, conventional NSGA-II-based scheduling methods mainly rely on random initialization and generic constraint handling, which may generate physically infeasible schedules when the feasible region is governed by nonlinear thermo-hydraulic constraints, ramping limits, and terminal sustainability requirements.
Therefore, the key research gap is the lack of an integrated stochastic scheduling framework that can transform data-driven PV uncertainty into executable oilfield dispatch decisions while simultaneously coordinating renewable accommodation, operating economy, grid-interaction smoothing, production continuity, and thermo-hydraulic safety. This gap motivates the proposed physics-embedded stochastic scheduling framework for PV-integrated oilfield microgrids.
1.3. Research Question, Contributions, and Innovations
Based on the above research gaps, this study aims to answer the following question:
How can uncertain PV generation be transformed into economically efficient, renewable-accommodating, and thermo-hydraulically safe day-ahead schedules for oilfield microgrids while ensuring the physical executability of ETSB dispatch decisions? Unlike conventional stochastic microgrid scheduling, this problem involves not only electrical constraints and economic objectives, but also production continuity, thermal storage dynamics, heat-transfer limitations, pipeline temperature evolution, and anti-waxing safety requirements.
To address this challenge, this paper proposes a physics-embedded stochastic multi-objective scheduling framework for PV-integrated oilfield microgrids. The proposed framework integrates data-driven PV uncertainty modeling, ETSB electric-to-thermal flexibility, thermo-hydraulic safety constraints, and an improved NSGA-II optimization strategy. The objective is to generate day-ahead schedules that simultaneously achieve economic operation, renewable accommodation, grid-interaction smoothing, and safe oilfield production. The main contributions of this paper are summarized as follows:
An oilfield-oriented stochastic scheduling framework is established for renewable-rich microgrids by coupling PV uncertainty, ETSB electric-to-thermal flexibility, and crude-oil pipeline thermo-hydraulic safety. Unlike generic microgrid dispatch models, the proposed framework explicitly links renewable accommodation with paraffin-waxing prevention and oilfield operational constraints.
A physics-based electric-thermal-hydraulic modeling method is developed to represent oilfield flexibility at the scheduling timescale. Reciprocating pumping loads are converted into scheduling-compatible equivalent electrical demand, while ETSB storage dynamics, boiler-side temperature, heat-exchange process, pipeline heat loss, and crude-oil fluid temperature evolution are jointly modeled to characterize the coupling between electric-to-thermal flexibility and crude-oil transportation.
An oilfield-specific physics-embedded NSGA-II solver is proposed to improve the feasibility and executability of multi-objective scheduling solutions. By incorporating physical knowledge into initialization, state simulation, feasibility correction, ramping control, and terminal sustainability evaluation, the solver reduces physically infeasible schedules and enhances practical robustness under PV uncertainty.
A thermo-hydraulic safety-oriented dispatch strategy is developed for oilfield microgrids under PV uncertainty. By embedding pipeline temperature evolution, heat-exchange limits, ETSB state of charge (SOC) boundaries, ramping constraints, anti-waxing requirements, and terminal sustainability into the scheduling process, the proposed strategy ensures that economic operation and renewable accommodation remain consistent with crude-oil transportation safety.